AWM
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Apex Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Apex Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$885K Sell
3,162
-5,882
-65% -$1.65M 0.71% 33
2025
Q1 		$2.34M Sell
9,044
-396
-4% -$102K 2.1% 17
2024
Q4 		$2.49M Buy
+9,440
New +$2.49M 2.15% 18